Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

Launch import: After successful validation, click Import File.

Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.